Vickerman Investment Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
2,149
-58
| -3% | -$7.17K | 0.06% | 74 |
|
|
2025
Q1 | $264K | Hold |
2,207
| – | – | 0.06% | 76 |
|
|
2024
Q4 | $276K | Hold |
2,207
| – | – | 0.07% | 62 |
|
|
2024
Q3 | $273K | Sell |
2,207
-10
| -0.5% | -$1.24K | 0.08% | 63 |
|
|
2024
Q2 | $252K | Sell |
2,217
-17
| -0.8% | -$1.93K | 0.08% | 62 |
|
|
2024
Q1 | $264K | Sell |
2,234
-5
| -0.2% | -$591 | 0.09% | 63 |
|
|
2023
Q4 | $255K | Sell |
2,239
-34
| -1% | -$3.88K | 0.09% | 63 |
|
|
2023
Q3 | $229K | Sell |
2,273
-395
| -15% | -$39.9K | 0.09% | 63 |
|
|
2023
Q2 | $286K | Sell |
2,668
-87
| -3% | -$9.32K | 0.11% | 62 |
|
|
2023
Q1 | $283K | Sell |
2,755
-178
| -6% | -$18.3K | 0.11% | 63 |
|
|
2022
Q4 | $296K | Sell |
2,933
-256
| -8% | -$25.8K | 0.13% | 65 |
|
|
2022
Q3 | $287K | Sell |
3,189
-147
| -4% | -$13.2K | 0.14% | 63 |
|
|
2022
Q2 | $315K | Sell |
3,336
-116
| -3% | -$11K | 0.15% | 65 |
|
|
2022
Q1 | $354K | Sell |
3,452
-546
| -14% | -$56K | 0.16% | 67 |
|
|
2021
Q4 | $442K | Sell |
3,998
-3,201
| -44% | -$354K | 0.18% | 65 |
|
|
2021
Q3 | $742K | Buy |
+7,199
| New | +$742K | 0.3% | 57 |
|